Fantastic service!…read more We'd been searching for a financial professional for a while now and was very surprised when we could book a one-on-one free consultation with Ms. Teh the very next day. We detailed our plans to her, she gave us her professional opinion and gave us homework to do. She was pleasant, communicative and obviously knew her profession. We'll be using her in future for sure!

I have met with Christine Teh three times now. As a math teacher and professional, I have always…read morefelt a bit of shame and embarrassment about not being able to get a handle on taxes and finances. Christine was so encouraging. She took the mystery out of all the mess and gave me the confidence to take ownership of my finances. I always felt safe to ask any question, and she always answered in a way I could understand. This coaching experience has been life-changing! I cannot speak highly enough of Christine Teh and the invaluable financial guidance she has provided.

Sunny is a tremendous person who excels in what he does. He helps you identify your goals and…read moredevise a plan to get you on track. He does so in a very relatable and approachable manner. I would not hesitate to refer my dearest friends and family to him, and have done so in the past.

We've been working with Sunny for a few years. And he's managing our accounts amazingly. I've…read morereferred multiple people to him. I get so much peace of mind knowing that he's there supporting with our financial reality.

Cathleen was referred to me by a friend about 10 years ago. I found her and her staff knowledgable…read moreand easy to work with. She always responded to questions within a day. I highly recommend her if you are searching for tax accounting or financial planning. Siv Modler

Sad to say Cathleen dumped me on January 15th via letter after using her service for nearly 20…read moreyears. I waited to write a review till I wasn't angry. She said she was getting too big and had to get rid of some customers. I guess my business was not important enough to keep since I'm now retired. She would not recommend another service to me either. And just when the tax law changed so dramatically (Trump's changes) and I sorely needed tax advice. Very sad indeed to see such poor business manners. I do NOT recommend using her unless you want to be unceremoniously dumped too. Ended up doing my own taxes (very painful and time-consuming) since all the places recommended to me by friends and family were all booked up by end of January. Shame on you Cathleen.

My husband and I started seeing Jim about 4 months ago. We had made some pretty poor decisions and…read morewere looking to figure out how to save more, and get more control over our finances. Jim has been helping us take a hard look at how we spend money. He has helped us get a financial goal, and start saving. He showed us where we can save, and has given us practical ways to save that we never thought of. I really appreciate that he has never judged us for what we think is important to spend our money on, and is working around those things. We are still able to save! I love that we are now on track, and honestly it is thanks to Jim and his commitment to helping us meet our goals. Jim is honest, and has never tried to "sell" us anything. I've been waiting for the "what's in it for him" and it really is trying to help us meet our goals. It is truly a wonderful thing to have someone really want to help you. Jim is that kind of guy. Thanks Jim!

My fiance and I have been meeting with Jim for a few months now and it's one of the best decisions…read morewe could have made. We think of Jim as part advisor, part coach, and part counselor. Since we're getting married this year we thought it might be a good idea to get some advice to set us both up for success, help align our $$ goals, and plan for the future. We look forward to every meeting and have learned so much! I highly recommend Jim.

10/10 or 5.5 Stars out of 5 being the highest. Saratoga Research & Investment Management has a…read morefantastic investment strategy that anyone would find difficult for it to go wrong. They are astute in finding only Platinum level corporations to buy into and sell at the right time. It would take me a while to describe their solid strategy, however it is well thought out and has provided a great return for my wife and I over the past 10 years. On top of there investment strategy Saratoga RIM has planned for future events, catastrophes and leadership! What more can you ask for.

these guys are great. not only have they made me double my original deposit, they are personable,…read morehonest, and reliable without all of the hidden fees (eg: big investment firms such as charles schwab, merrill, etc.).

I've had the pleasure of working with Brandon for a few years now for my tax and financial needs…read more He is the definition of a professional--always quick to respond to questions and exceptionally fast during the filing process. It's rare to find someone who balances efficiency with such a high standard of care. I couldn't recommend him more highly!

Helped me with 2 years taxes during crunch time!! All at a reasonable price. I'm also hard to reach…read morevia phone and he was accommodating to communicate via text or email. Pleased with my return as well. Highly recommend!

Juliette is a great person to work with. She has a wide breath of knowledge across a lot of…read moredifferent financial products and goals. She listens and adjuta based on your questions. She is patient enough to help explain after fifty questions to finally help find the one pay off the answer that you weren't quite getting. I can't say enough good things about working with her.

After 25 years of being with the wrong people investing my IRA (huge egos, poor investment advice)…read moreI found Juliette on Yelp and never looked back. Unlike the two people I was with previously she doesn't charge a quarterly fee. I never felt that my portfolio was being overlooked. She keeps me updated on the state of affairs and discusses all proposed changes with me. I'm retired now, and my investments are doing very well. I have total confidence in Juliette. If you're unhappy with your investment people or know someone that is, contact Juliette.

Albert was referred to me by a relative that Albert has helped with many loans and refinances…read more Working with Albert and his team was a breeze - Albert was always on top of escrow, the lender, the appraiser, and all the parties in the purchase transaction. Albert is a true professional, efficient, and dedicated; with his expertise and at his suggestion, we were able to lock rates at a low. However, Albert never pushed us to choose one path or the other; he always gave us all the information we needed to make an informed and educated decision. As a realtor, I have worked with many loan brokers and Albert stands heads above the rest.

Albert and his team has provided the outstanding service for my refinance need…read more His diligence and thoroughness was above and beyond what I was expecting. To initiate the process, Albert went over all options with me and presented the math in detail for every option. He walked through every step with me along the process and answered all the questions that popped in my mind. His attentiveness has helped us to lock on the competitive rate and close the escrow promptly. I will recommend Albert and his team to anyone who is looking for mortgage/refinance services.

My time spent with Manuel and his team was super helpful for me and my family!…read more When it came time to do essays for my college applications, his team was very specific and detailed in their criticisms. Since the essays used in my college applications were very particular about subject matter and word count, him and his team's pointers greatly helped me in conveying my essays' messages effectively. They also made understanding finances for my difference colleges easy to understand. Going into the federal financial aid application process, I was rather intimidated with the amount of steps involved. However, after consulting with Manuel and his team, they gave us a clear outline of what we have to do and what forms of financial aid to look out for--even going as far as to point out which of my chosen colleges offer the best financial aid. Overall, College Planning ABC offered me and my family a smooth, professional, and streamlined approach to the college application process that would've felt more time-consuming and stressful otherwise.

I met Manny at one of his free meetings at the library and trusting him with my daughter's college…read moreadmission was truly one of the best decisions I've made. She was admitted to several top schools and will be attending one of the top UCs this year. As a middle‑class parent without much knowledge of how the admissions system works here, I was overwhelmed. Manny guided us through every step -- from essays to financial aid to taxes -- with patience, clarity, and genuine care. My daughter says that without his help she wouldn't have done nearly as well, and she really enjoyed working with him, which mattered a lot during an already stressful school year. I highly recommend Manny if you have a child preparing for college, Thank you, Manny!